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David Vaughan Investments, LLC

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David Vaughan Investments, LLC

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Prospective Clients: Institutions

Our Core Investment Services

David Vaughan Investments, LLC is uniquely suited to address the investment needs of a variety of institutional & small business clients. Whether it’s a retained earnings account for a corporation, the investment assets of foundation and endowments or the retirement plan of a small business owner, DVI’s experienced investment professionals and time tested investment strategy differentiate us from our peers.

 

DVI Consulting Group

In 1995, to address the needs of sponsors of participant directed retirement plans, Taft Hartley plans and other organizations that desire exposure to a broad range of asset classes, we established DVI Consulting Group. Services designed to assist in managing Fiduciary Responsibilities include: the Development of Investment Policy Statements, the Selection and Monitoring of Investment Options, Performance Reporting and Investment Communication and Education Services for plan participants.

 

DVI Foundation Services

DVI understands the needs of a private foundation and has a full suite of services to assist with grant processing, investment policy statements, corporate governance, comprehensive reporting, and of course, investment management.

Who We Serve

  • Our Clients
  • Prospective Clients: Individuals
  • Prospective Clients: Institutions
  • DVI in the Community

Let Us Help You Plan for Your Future Today.

Contact Us

Peoria Office
5823 N. Forest Park Drive
Peoria, IL 61614-3500
P: 309-685-0033
F: 309-685-3665
E: dvi@dviinc.com
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Florida Office
399 Carolina Avenue, Suite 110
Winter Park, FL 32789-3150
P: 407-622-5133
F: 407-622-5135
E: dvi@dviinc.com
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David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI web site is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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